Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
A windfall from a loved one can be both rewarding and complicated.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Is your estate in order? This short quiz may help you assess your overall strategy.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Learn about the importance of having an estate strategy in this helpful and informative video.
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When do you need a will? The answer is easy: Right Now.
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A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?